FOXCast: Scott Winget and Leigh Griffith Discuss New IRS Coordinated High Wealth Audit

Jul 24 2020
In June, the IRS announced that it will begin a new campaign to audit hundreds of high net worth individuals after they reopen their offices on July 15th, 2020. To learn...

FOX Family Office Technology Showcase Interview with Diana Ermini of Sage Intacct

Jul 23 2020
What is the biggest impact your solution is having on family offices? Sage Intacct is a best-in-class cloud accounting and financial management software solution that...

FOX Family Office Technology Showcase Interview with Mary Timmons of Northern Trust

Jul 23 2020
What are the primary business challenges that your solution addresses? Founded originally by a family office 130 years ago, Northern Trust is a global financial services...

FOX Family Office Technology Showcase Interview with Padman Perumal of Masttro

Jul 23 2020
What is the biggest impact your solution is having in family offices? Masttro is a wealth management financial technology company, originally developed by a global multi-...

FOX Family Office Technology Showcase Interview with Ryan Kerry of KnowLedger

Jul 23 2020
What are the primary business challenges that your solution addresses? Knowledger is a technology tool that efficiently moves data from a custodian source, housing the data,...

FOX Family Office Technology Showcase Interview with Paul Freeland of SEI

Jul 23 2020
What is the biggest impact your solution is having in family offices? SEI Family Office Services is a technology and outsourcing provider using the Archway PlatformSM  to...

FOX Family Office Technology Showcase Interview with Cameron Sheehan of Addepar

Jul 23 2020
What are the primary business challenges that your solution addresses?   Addepar is a reporting solution for a broad range of advisor and family office needs, with the...

Buying Art from Afar: 10 Ways to Improve the Risk

Jul 09 2020
At first glance, news about the art market appears ominous: fairs have been canceled, auction houses have cut salaries, and closed borders have reduced trade. But dramatic...

Venture Investing in Artificial Intelligence Companies

Jul 08 2020
We have come a long way from the days when Artificial Intelligence (AI) was primarily a research project in academia or in the corporate world, and the size of the market...

Reopening Your Family Office

Jul 08 2020
In our May 26th FOX Virtual Member Exchange, we discussed the factors to consider when planning to open your Family Office. The below steps are critical to consider in...